Supply Lens

Flexport settings and gotchas

Lesson 22 of 28 5 min read

Configure the Flexport order import window, default currency and location, and tag generation from Flexport order data.

Flexport's settings answer four questions: which orders to import and when, what currency and location they get, how to classify them with tags, and where stock belongs.

Decision 1: which orders, and when?

setupDateOnly orders created on or after this date are imported. Set automatically when the integration is first configured.
lastImportDateManaged by the system; each run fetches orders changed since the last import.
importDelayA wait before an order is imported, such as 00:05:00. Useful when other Flexport apps, such as a 3PL, fulfilment app or pricing engine, need time to update the order first.

Give other apps time

If another app adjusts Flexport orders after they are created (prices, for example), a short import delay stops Supply Lens importing the order before that change lands.

Decision 2: currency and location

defaultCurrencyIdThe currency applied when a Flexport order does not specify one, so every imported order has a currency.
defaultFulfillmentLocationIdThe fulfilment location assigned to all imported Flexport orders.

One location for every order

defaultFulfillmentLocationId is assigned to all imported Flexport orders. If a customer uses several Flexport sites and needs orders split by site, raise it with Supply Lens rather than assuming it can be done with this setting.

Decision 3: classify orders with tags

documentLevelTagGenerationRules that create tags on the imported document from Flexport order fields. Each rule has a key, a path to the source field and an optional source controlling how values are extracted.
documentLevelAdvancedTagGenerationA more powerful version supporting JSON Path and JSON Pointer expressions, for values deep inside nested data.

JSON Path and JSON Pointer are two ways of writing the address of a value inside structured data. Use the advanced version when the field you need is nested several levels down.

Tags created here can drive later steps, such as the tag-driven rules you met in the first module on the system the order goes to next.

Decision 4: where does stock belong?

defaultFulfillmentLocationId (Inventory)The Supply Lens fulfilment location the Flexport stock is assigned to.

Lumen Lighting's settings

  • defaultCurrencyId: USD, because some Flexport orders arrive without a currency.
  • defaultFulfillmentLocationId: the "Flexport US" Location, on both groups.
  • importDelay: five minutes, because a pricing app updates orders after creation.
  • documentLevelTagGeneration: one rule creating a sales channel tag from the order's channel field, so the ERP can report US sales by channel.

Recap

  • The order import window is setupDate, lastImportDate and importDelay; use the delay when other apps update orders first.
  • defaultCurrencyId fills in missing currencies; defaultFulfillmentLocationId applies to every imported order.
  • Tag generation, simple or advanced, classifies imported orders.
  • Inventory is assigned to its own defaultFulfillmentLocationId.
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